EisnerAmper Wealth Management's 13F Holdings: Q4 2022 vs. Q1 2023

In the world of finance, knowledge is power. Understanding the latest trends and changes in holdings can help investors make informed decisions and stay ahead of the curve. This is where 13F filings come in handy: every quarter, institutional investment managers with over $100 million in assets under management must file a 13F report with the SEC.

The latest 13F report from EisnerAmper Wealth Management Corporate Benefits, LLC reveals interesting changes in holdings between Q4 2022 and Q1 2023. Let's take a closer look at some of the highlights.

Top Gainers:

1. VBK: Vanguard Small-Cap Growth ETF

The Vanguard Small-Cap Growth ETF saw a massive increase in shares, jumping from 16,729 in Q4 2022 to 29,707 in Q1 2023. This represents a 91.6% increase and shows that EisnerAmper Wealth Management is bullish on small-cap growth companies.

2. GLDM: SPDR Gold MiniShares Trust

Gold also saw an impressive increase in holdings, with the SPDR Gold MiniShares Trust jumping from 37,245 shares to 99,681 shares. This represents a 189.2% increase, indicating that EisnerAmper Wealth Management is taking a more defensive position in uncertain times.

3. SGOV: iShares 0-3 Month Treasury Bond ETF

The iShares 0-3 Month Treasury Bond ETF holdings also saw a notable jump, increasing from 52,568 shares to 54,788 shares. This 4.7% increase shows that the company is looking at a safe haven in the short-term U.S. government bonds.

Top Losers:

1. VIG: Vanguard Dividend Appreciation ETF

The Vanguard Dividend Appreciation ETF took a hit, with holdings dropping from 40,402 in Q4 2022 to 32,465 in Q1 2023. This represents an 18.5% decrease, indicating that EisnerAmper Wealth Management is less bullish on dividend-paying companies at this time.

2. IWF: iShares Russell 1000 Growth ETF

The iShares Russell 1000 Growth ETF also saw a decrease in holdings, dropping from 13,607 shares to 9,206 shares. This represents a 22.8% decrease, suggesting that the company is moving away from large-cap growth companies.

3. USFR: WisdomTree Floating Rate Treasury Fund

The WisdomTree Floating Rate Treasury Fund holdings also decreased, dropping from 206,667 shares to 91,070 shares. This represents a 55.9% decrease, indicating that the company is less bullish on floating-rate U.S. government bonds.

Conclusion:

Overall, the latest 13F report from EisnerAmper Wealth Management Corporate Benefits, LLC reveals interesting trends and movements in holdings. While it's important to remember that these holdings can change rapidly and may not always be predictive of future trends, they do provide valuable information for investors to consider. It will be interesting to see how these holdings shift in the next quarter and beyond.